Hobart Private Capital’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Hobart Private Capital’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$693K	Hold	4,738	–	–	0.12%	84
2026 Q1	$592K	Hold	4,738	–	–	0.12%	82
2025 Q4	$570K	Hold	4,738	–	–	0.11%	87
2025 Q3	$566K	Hold	4,738	–	–	0.12%	83
2025 Q2	$536K	Hold	4,738	–	–	0.12%	77
2025 Q1	$489K	Hold	4,738	–	–	0.12%	66
2024 Q4	$534K	Hold	4,738	–	–	0.13%	65
2024 Q3	$543K	Hold	4,738	–	–	0.14%	54
2024 Q2	$519K	Buy	+4,738	New	+$520K	0.15%	52

Other funds holding IVOG

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CFSG

Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return

DW30

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Hobart Private Capital's IVOG Position: Q2 2026 in Review

Hobart Private Capital held its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) position steady in Q2 2026 at 4,738 shares worth $693K. The position accounts for 0.12% of the portfolio, ranked #84.

Hobart Private Capital first reported a position in IVOG in Q2 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Hobart Private Capital held 4,738 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $693K as of Q2 2026.
Hobart Private Capital left its Vanguard S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up 0.12% of Hobart Private Capital's portfolio in Q2 2026, its #84 holding.
Hobart Private Capital first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
21 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.